We Examined 5,000 Calls to Discover CEOs' True Opinions on Tariffs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 23 2025
0mins
Source: WSJ
Shift in Business Sentiment: Executives are becoming less anxious about tariffs after a tumultuous year marked by President Trump's trade war.
Reduced Focus on Risks: Business leaders are discussing tariffs with investors in a more relaxed manner, indicating a shift away from the previous focus on risks associated with them.
Earnings Calls Dynamics: The topic of tariffs is no longer dominating earnings calls, suggesting a change in how businesses perceive and address the issue.
Overall Optimism: The general tone among business leaders reflects a growing optimism regarding tariffs compared to earlier in the year.
Analyst Views on F
Wall Street analysts forecast F stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for F is 13.65 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 13.440
Low
11.00
Averages
13.65
High
16.00
Current: 13.440
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.








